JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN
Plan Contact
- Phone: (858) 334-4004
Plan General Information
JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN Total Retirement Plan Assets
At the end of 2003, the total retirement plan assets of JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN is $5,198,788.00.This plan was established in 1995.
JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2003, the total number of retirement plan participants in JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN is 190
JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN Average Participant Retirement Account Value
In 2003, the average participant retirement account value for JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN is $27,362.00
JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2003, the estimated average employee contribution amount per participant for JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN is $4,292.00.
JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN Estimated Average Employer Match
In 2003, the estimated average employer match for an employee in JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN is approximately $1,238.00
Investing in this additonal $1,238.00 for 20 years would give you extra $79,264.00, assuming a 10% annual return.
Investing in this additonal $1,238.00 for 20 years would give you extra $79,264.00, assuming a 10% annual return.
JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN Total Employer Contribution and Match Rate
In 2003, JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN allocates $235,316.00 to match its employees' contributions, providing an employer match rate of 57.71% of their contributions
JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2003, the total retirement plan asset growth rate of JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN is 34.06%.
JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2003, the estimated aggregate retirement account investment gain/loss for JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN is 19.76%. This measures the effectiveness of the plan participants' investments in the year.
JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN Expense Ratio
In 2003, the investment and administrative expense ratio of JOHN BURNHAM L.L.C. DEFERRED SAVINGS PLAN is 0.01%.
Enrollment Features
Recent Articles
- May 2025 MyPlanIQ Portfolio Update
- One Fund Does It All
- Target Date Funds for Young Professionals
- Top 10 Target Date Fund Providers for Retirement Investing
- The One-Fund 401(k) Portfolio: Simple Yet Does Its Job
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...